See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,375 | $53,777-52.8% | $134,143-81.1% | $79,858-68.2% |
| Participation rate | 50.0% | 58.8%-8.8pp | 72.2%-22.2pp | 69.6%-19.6pp |
| Annual return | 10.00% | 19.01%-9.0pp | 36.33%-26.3pp | 31.71%-21.7pp |
| Employer contribution / active EE | $203 | $1,321-84.7% | $3,704-94.5% | $2,471-91.8% |
| Participant deferral / active EE | $1,752 | $2,420-27.6% | $3,499-49.9% | $3,740-53.2% |
| Admin fee / account holder | $3,909 | $3,984-1.9% | $6,684-41.5% | $5,306-26.3% |